Cross-Company Data Sharing
- 12 Aug 2024
- 5 Minutes to read
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Cross-Company Data Sharing
- Updated on 12 Aug 2024
- 5 Minutes to read
- Contributors
- Print
- PDF
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Microsoft ® provides a standard tool in Dynamics 365 Finance and Operations for sharing data across multiple entities.
Visit this link to view Microsoft’s documentation.
A Lasernet FO Connector configuration is, for the most part, legal entity-specific. Therefore, in an environment with many legal entities, keeping each one up to date can be time-consuming. Luckily, the standard Microsoft tool can make this job much easier and automatically share the Lasernet FO Connector configuration across multiple entities.
Note
Beware that if you Add or Delete anything in one company, this will also be added or deleted in all selected companies.
The best approach is to set up the Cross-company data sharing before setting up the Lasernet FO Connector. However, if one of your companies is already using Lasernet, we recommend you perform a backup by exporting your Lasernet FO Connector module for each legal entity where the Connector is being used before configuring Cross-company data sharing.
From within the legal entity that you want to backup, navigate to Lasernet > Common > Backup > Export Lasernet backup.
Follow the prompts and select all the reports and tables in the entity.
Click OK and save the backup file.
For more information about exporting backups from Lasernet, read this page of our guide.
Configure Cross-Company Data Sharing
To configure Cross-company data sharing we must define what data should be shared and between which companies. Follow these steps:
Navigate to System administration > Setup > Configure cross-company data sharing.
Click New on the Action pane and type a name for the group of tables you want to share across companies. Then click Save.
In the Tables and Fields To Share tab, click Add and select the table/tables you want to share across companies.
Note
The names of all Lasernet tables includes the prefix ‘LAC’. See the appendix at the end of this page for a list of all the Lasernet FO Connector tables and their uses.
Select the table, accept the default settings, then click Add Table and Save.
In the Companies Which Share The Records In These Tables tab, click Add and select the companies which you want to share the same setup through Cross-company data sharing.
Before enabling, ensure that all the tables are always toggled to Active. It is especially important to remember the foreign keys as they are toggled Inactive by default on some tables. For example, on this LACReportElement table, the key is inactive as default:
Once all fields have been toggled Active, click Save, then Enable.
A warning will appear: click Yes to continue.
A window will appear: click Yes to copy data between the companies you have chosen.
Once this operation is complete, an infolog will be displayed:
Click Find Sharing Issues on the Action pane, then click Yes.
Click Update field value on the Action pane if you want to change any values.
Your setup for cross-company data sharing for the selected tables is now complete.
Disable
If you do not want to share data between companies anymore, it is possible to select the group of tables you previously shared and then select Disable.
Limitations
Dynamics 365 supports replication of fewer than one million total records per job (this total is calculated as the number of shared records x the number of shared companies). The legal entity limit is 100.
More information about Microsoft ® Cross-company data sharing is available here.
Grouping Tables
The names of all tables in Lasernet Connector start with 'LAC' to make it easier to identify which tables to use.
We recommend grouping tables to get a better overview of the setup for Cross-company data sharing. The following is an example of how to group the tables.
Note
Always discuss with your Lasernet reseller what would be the best solution for your company before starting using Cross-company data sharing.
LACCRM
Tables | Advantage | Disadvantage |
LACCRMEntityReport LACCRMEntityReportParms LACCRMSetup | CRM Reports, parameters, and setups are synchronized across all selected companies. |
LACCustomPorts
Tables | Advantage | Disadvantage |
LACCustomPorts | Custom Ports are synchronized across all selected companies and can be used when distributing the document manually. | Cannot add a new Custom port for a single specific company. |
LACCustomProperties
Tables | Advantage | Disadvantage |
LACCustomProperties | Custom Properties are synchronized across all selected companies and can be used on all Lasernet Destination. | Cannot add a new Custom Property for a single specific company. |
LACCustVend
Tables | Advantage | Disadvantage |
LACCustVendContacts LACCustVendReports | Customer and vendor contacts and reports are synchronized across all selected companies. |
LACDefaults
Tables | Advantage | Disadvantage |
LACDefaultCompanySelection LACDefaultDestination LACDefaultSelection LACDefaultTableSelection | Default selections are synchronized across all selected companies. |
LACDestinations
Tables | Advantage | Disadvantage |
LACReportDestination LACReportDestinationCustomProperty LACQuickDestination LACEmailBodies | Report Destinations are synchronized across all selected companies. | All Report Destination rules must be the same across all companies. If different Report Destinations are required for different companies, it is necessary to add a condition to the Report Destination. Moreover, the MailFromEmailName and MailFromEmailAddress are the same and cannot be different from company to company. |
LACDocuref
Tables | Advantage | Disadvantage |
LACReportDestination LACReportDestinationCustomProperty LACQuickDestination LACEmailBodies | Report Destinations are synchronized across all selected companies. | All Report Destination rules must be the same across all companies. If different Report Destinations are required for different companies, it is necessary to add a condition to the Report Destination. Moreover, the MailFromEmailName and MailFromEmailAddress are the same and cannot be different from company to company. |
LACExpression
Tables | Advantage | Disadvantage |
LACExpressionFunction | Expression function synchronized across all selected companies. |
LACEnvironment
Tables | Advantage | Disadvantage |
LACEnvironment | Environments synchronized across all selected companies. |
LACFileFormat
Tables | Advantage | Disadvantage |
LACFileFormats | File Formats are synchronized across all selected companies. |
LACLanguageText
Tables | Advantage | Disadvantage |
LACLanguageText LACLanguageTextReportGroup LACCultureInfo | All Language texts are synchronized across all selected companies. | All labels have to be the same across all companies. It is not possible to have different labels across different companies. |
LACLicense
Tables | Advantage | Disadvantage |
LACLicense | License synchronized across all selected companies. | Should be avoided in case different license taker and serial number differ across companies. |
LACMenu
Tables | Advantage | Disadvantage |
LACMenuTable | Menu table is synchronized across all selected companies. |
LACMetadata
Tables | Advantage | Disadvantage |
LACMetadataMapping LACMetadataTemplate | Metadata is synchronized across all selected companies. |
LACMSHotfixTable
Tables | Advantage | Disadvantage |
LACMSHotfixTable | The same MS-fixes are activated across all selected companies. |
LACNamingPatterns
Tables | Advantage | Disadvantage |
LACNamingPatterns | Naming patterns are synchronized across all selected companies and can be used on all Lasernet Destination. | Cannot add a new Custom Property for a single specific company. |
LACOverlays
Tables | Advantage | Disadvantage |
LACOverlayFile LACOverlaySetup LACOverlayTable | Overlays are synchronized across all selected companies. | All Overlays must be the same across all companies. If different overlays / logos are required for each company, it is necessary to control them by adding a condition to the overlay rules. |
LACParameter
Tables | Advantage | Disadvantage |
LACParameters | Lasernet Parameters are synchronized across all selected companies. | Lasernet Parameters are the same across all companies. |
LACPrinters
Tables | Advantage | Disadvantage |
LACPrinters LACPrinterProfiles LACNetWorkPrinters LACCloudPrintGlobalSharing LACCloudPrintparameters LACCloudPrintUserPrinterMap LACPrinterTypesInEnvironments | Printers and printer profiles are synchronized across all selected companies. |
LACReport
Tables | Advantage | Disadvantage |
LACRelatedSources LACRelatedSourcesFields LACReport LACReportElement LACReportParameter LACArchiveForms LACReportGroup LACReportGroupReport LACReportLifeSpan LACReportNameFinderTable | All Reports, Extra data added with Lasernet, Related Sources, Report parameters and Form links are synchronized across the selected companies. | All Reports are activated or disabled across all selected companies. Extra data added through Lasernet can be controlled by using Conditions on either a section or a single element. |
LACReportFixExceptions
Tables | Advantage | Disadvantage |
LACReportFixExceptions | Report fix exceptions are synchronized across all selected companies. |
LACReportReplacementMapping
Tables | Advantage | Disadvantage |
LACReportReplacementMapping | Replacement report mapping are synchronized across all selected companies. | Available starting from Lasernet FO Connector 6.8. |
LACServer
Tables | Advantage | Disadvantage |
LACServer LACConnection | Lasernet Servers and Connections are synchronized across all selected companies. | Setup of connection is the same across all companies. |
LACWHSLicensePlateLabel
Tables | Advantage | Disadvantage |
LACWHSLicensePlateLabelRef LACWHSLicensePlateLabelSetup | WHS License plate label references and setups are synchronized across all selected companies. |